Routing # 321076470

Invest On Your Own

The self-service tools you need to plan your future.

Customize Your Portfolio

Easily pick and choose your own investments

Trade Multiple Securities

Stocks, bonds, mutual funds, and more

Put yourself in the driver's seat

More of a do-it-yourself investor? When you create an eVision®1 account, you’ll be able to make trades anytime – from anywhere. Whether you want to purchase stocks, bonds, options, or mutual funds, the eVision online trading platform offers a robust selection of investment options, with commissions as low as $14.95.2 You’ll have access to quotes, analytics, and comprehensive investment data3 to help you make informed investment decisions every step of the way. Plus, your eVision account will be linked to Patelco Online™, giving you a single dashboard to view balances, transfers, and up-to-the-minute information on all of your accounts! With no investment minimums, taking control of your future has never been easier.

Are you retirement ready?

The path to retirement requires careful navigation and planning. Are you ready? Take ownership of your future now to make your golden years shine!

Frequently Asked Questions

Invest in your future

It’s easy to put your money to work. Whether you’re just starting out investing, rolling over an IRA/401(k), or you need to save for higher education, the eVision platform is loaded with robust features, plus you can easily check your balance from Patelco Online™. The eVision online trading service empowers you to take the lead on your investments and trade stocks, bonds, and mutual funds with ease!

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Recommended Resources

1 eVISION ® is a registered trademark of CUSO Financial Services, L.P.(CFS).

2 Complete pricing schedule available online.

3 Extreme market volatility and trade volume may affect system access and execution.

4 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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